IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.65M
3
+$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Top Sells

1
+$11.2M
2
+$7.25M
3
+$6.62M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.86M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.8M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$5K ﹤0.01%
186
-1,914
3202
$5K ﹤0.01%
329
-722
3203
$5K ﹤0.01%
+200
3204
$5K ﹤0.01%
191
-136
3205
$5K ﹤0.01%
95
-106
3206
$5K ﹤0.01%
+2
3207
$5K ﹤0.01%
952
3208
$5K ﹤0.01%
160
3209
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100
+20
3210
$5K ﹤0.01%
+210
3211
$5K ﹤0.01%
91
+51
3212
$5K ﹤0.01%
325
-97
3213
$5K ﹤0.01%
77
+69
3214
$5K ﹤0.01%
202
-1,435
3215
$5K ﹤0.01%
+428
3216
$5K ﹤0.01%
178
3217
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80
3218
$5K ﹤0.01%
122
+24
3219
$5K ﹤0.01%
130
+15
3220
$5K ﹤0.01%
740
-2,720
3221
$5K ﹤0.01%
109
-271
3222
$5K ﹤0.01%
365
-209
3223
$5K ﹤0.01%
20
3224
$5K ﹤0.01%
428
+70
3225
$5K ﹤0.01%
475
127 128
129
130 131